FULLER & THALER ASSET MANAGEMENT INC
San Mateo, CA
AUM
$30.25B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
650-931-1500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CA
1,110 advisers found
BEACH POINT CAPITAL MANAGEMENT LP
Santa Monica, CA
AUM
$29.77B
Wealth MgmtRetirementInstitutional
Team
77 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(310) 996-9700
RESEARCH AFFILIATES
Newport Beach, CA
AUM
$27.84B
Wealth MgmtRetirementInstitutional
Team
29 advisors
Clients
0
Fees
Percentage of AUM
949 325 8700
IMPAX ASSET MANAGEMENT, LTD.
London, CA
AUM
$25.84B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
53 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
011 44 20 3912 3000
W1M WEALTH MANAGEMENT LIMITED
London, CA
AUM
$24.85B
Wealth MgmtTrusts & EstatesInstitutional
Team
99 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
+4402046172000
HORSLEY BRIDGE PARTNERS LLC
San Francisco, CA
AUM
$23.61B
Wealth MgmtRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Performance-based fees; FEE BASED ON CAPITAL COMMITMENTS OR INVESTED CAPITAL
415-986-7733
SEIA
Los Angeles, CA
AUM
$22.54B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
128 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
310-712-2323
MEKETA FIDUCIARY MANAGEMENT, LLC
Carlsbad, CA
AUM
$20.14B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
760.795.3450
ASPIRIANT, LLC
Los Angeles, CA
AUM
$18.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
105 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
310-806-4000
EVOKE ADVISORS
Los Angeles, CA
AUM
$17.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
25 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
424-372-1776
STEPSTONE GROUP REAL ESTATE LP
La Jolla, CA
AUM
$16.36B
Wealth MgmtRetirementInstitutional
Team
79 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
858-558-9700
FARTHER
San Francisco, CA
AUM
$16.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
252 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
628-246-8004
PAAMCO PRISMA, LLC
Newport Beach, CA
AUM
$14.45B
Wealth MgmtRetirementInstitutional
Team
33 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
949-261-4900
MISSION WEALTH MANAGEMENT, LP
Santa Barbara, CA
AUM
$13.91B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
117 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
805-882-2360
CONCENTRIC
Walnut Creek, CA
AUM
$13.91B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
16 advisors
Clients
—
Fees
Percentage of AUM
888-265-2257
POST ADVISORY GROUP, LLC
Los Angeles, CA
AUM
$13.03B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
24 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
310-996-9600
MONTRUSCO BOLTON INVESTMENTS INC.
Montreal, Quebec, CA
AUM
$12.93B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
1-514-842-6464
INDEPENDENT FINANCIAL GROUP, LLC
San Diego, CA
AUM
$12.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
476 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
858-436-3180
GUSTO INVESTMENT SERVICES, LLC
San Francisco, CA
AUM
$12.01B
Wealth MgmtRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(888) 228-3491
PERIGON WEALTH MANAGEMENT, LLC
San Francisco, CA
AUM
$11.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
92 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(877) 977-2555
CAMDEN ASSET MANAGEMENT
Los Angeles, CA
AUM
$11.17B
Wealth MgmtRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-785-9755
PURE FINANCIAL ADVISORS, LLC
San Diego, CA
AUM
$11.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
76 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
866-876-7873
SHUSTER ADVISORY GROUP, LLC
Pasadena, CA
AUM
$10.32B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(626) 578-0816
PARALLEL ADVISORS, LLC
San Francisco, CA
AUM
$10.31B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
61 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
866-627-6984